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Michael S. Ryan Inc’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Michael S. Ryan Inc’s Portfolio UOCT Stock Details UOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,533
Closed -$225K – 58
2023
Q2 		$225K Buy
+7,533
New +$219K 0.21% 48

Other funds holding UOCT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Michael S. Ryan Inc's UOCT Position: Q3 2023 in Review

Michael S. Ryan Inc sold out of Innovator US Equity Ultra Buffer ETF October (UOCT) in Q3 2023, closing a stake of 7,533 shares — an estimated $225K sold.

Michael S. Ryan Inc first reported a position in UOCT in Q2 2023 and held it in 1 quarter. The position peaked at $225K in Q2 2023. 40 funds tracked by Wall St. Rank hold UOCT as of Q3 2023.

  • Michael S. Ryan Inc reported no remaining Innovator US Equity Ultra Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Michael S. Ryan Inc sold 7,533 Innovator US Equity Ultra Buffer ETF October shares in Q3 2023, an estimated $225K.
  • Michael S. Ryan Inc first reported a position in Innovator US Equity Ultra Buffer ETF October in Q2 2023 and held it in 1 quarter.
  • Michael S. Ryan Inc's Innovator US Equity Ultra Buffer ETF October position peaked at $225K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q3 2023.

Based on Michael S. Ryan Inc's 13F filing for Q3 2023, filed 1 Nov 2023.